Roberto Rivera Vazquez
Freedom Advisory · Guaynabo, Puerto Rico
Roberto Rivera Vazquez is a fee-only financial advisor at Freedom Advisory in Guaynabo, Puerto Rico, who holds the CFP credential. Freedom Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Roberto →
Facts
| Firm | Freedom Advisory |
|---|---|
| Based in | Guaynabo, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $880.6M across 938 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, PR, TX · CRD 4205969 |
| Exams passed | Series 66 (2001) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.freedom-advisory.com |
Request an introduction to Roberto
Tell Roberto a little about what you're looking for. Roberto isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Roberto
Is Roberto Rivera Vazquez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roberto holds no broker registration, and Freedom Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roberto charge for financial advice?
Roberto's firm, Freedom Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Roberto Rivera Vazquez based?
Roberto Rivera Vazquez is based in Guaynabo, Puerto Rico.
What credentials does Roberto Rivera Vazquez hold?
Roberto Rivera Vazquez holds the CFP credential.
Is Roberto Rivera Vazquez registered with the SEC?
Yes. Roberto Rivera Vazquez is registered as an investment adviser representative in FL, PR and TX (CRD 4205969), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Freedom Advisory manage?
Freedom Advisory reports $880.6M across 938 accounts in assets under management.
How do I contact Roberto Rivera Vazquez?
Through Roberto's website, www.freedom-advisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.